DIS Shareholders and Stock Info ONLY

[HokieRaven5]

And by the way, I am very much a free market capitalist and believe CEO's should get what they are worth and what the market demands but, while our CEO's have been paid hundreds of millions the last 10 years, shareholders have been paid exactly nothing. Now I suppose we could be WBD where our "nothing" is still a lot better than minus 70% but it is still painful for us longtime holders.

And in stock price news, Rich Greenfield on Yahoo Finance, just pointed out that 10 years ago today Disney also announced Q3 earnings - the stock price at that time is the same as today, $115. Compare to the S&P up 205% and the Nasdaq up 320%, DIS 0%. If I put all my DIS monies in an S&P fund back then, retirement would have been significantly closer than it is for me...

Comcast can say the same exact story. For better or worse, Wall Street has lumped the two together.

 

[Obi-J Kenobi]

What exactly is the complacency in this contect?

Dream big, Never miss an angle. Don't forget what brought your customers to your product originally.

If you think that the current Disney creatives (Studios, Parks, etc.) and leadership "suits" are incorporating these three things, then respectfully, you and I are going to agree to disagree.

 

[BrianL]

Dream big, Never miss an angle. Don't forget what brought your customers to your product originally.

If you think that the current Disney creatives (Studios, Parks, etc.) and leadership "suits" are incorporating these three things, then respectfully, you and I are going to agree to disagree.

They do ocassionally - and every time they do they get raked financially for it. All of their creative and original fare seems to fail. The endless rehashes and IP seem to work. So, that's what they are providing - they aren't missing that angle!

 

[RivShore]

Comcast can say the same exact story. For better or worse, Wall Street has lumped the two together.

True, it is somewhat an industry problem but at least Comcast is up a bit over the last decade and pays a 4%+ dividend and when you consider how much of their business depends on "old" cable, i guess it could be argued that they have held up better than DIS.

 

[RivShore]

Dream big, Never miss an angle. Don't forget what brought your customers to your product originally.

If you think that the current Disney creatives (Studios, Parks, etc.) and leadership "suits" are incorporating these three things, then respectfully, you and I are going to agree to disagree.

Agree somewhat on the Studios side but you lump WDW parks into that? With all the expansions and improvements starting with new Fantasy Land, all the detail built into Pandora and GE, The fan favorites in TS Land? Non of that is good enough?

 

[HokieRaven5]

True, it is somewhat an industry problem but at least Comcast is up a bit over the last decade and pays a 4%+ dividend and when you consider how much of their business depends on "old" cable, i guess it could be argued that they have held up better than DIS.

CMCSA August 5, 2015 - $29.91
CMCSA August 5, 2025 - $32.51

A few days prior on Aug 3, 2015 it traded at $31.61

 

[RivShore]

CMCSA August 5, 2015 - $29.91
CMCSA August 5, 2025 - $32.51

A few days prior on Aug 3, 2015 it traded at $31.61

I have always considered Comcast a slow growth utility type stock that doesn't move much but pays a decent dividend, while Disney has had much higher aspirations - see the short lived D+ stock boom when both Iger and Chapek were arguing that Disney deserved Netflix/Tech type multiples...yet here we are, basically matching a utility over the last decade.

 

[HokieRaven5]

I have always considered Comcast a slow growth utility type stock that doesn't move much but pays a decent dividend, while Disney has had much higher aspirations - see the short lived D+ stock boom when both Iger and Chapek were arguing that Disney deserved Netflix/Tech type multiples...yet here we are, basically matching a utility over the last decade.

I mean, really outside of maybe a decade (2008-2018), Disney has been more like Comcast than anything else as far as Wall Street.

Then the whole D+ reaction by Wall Street and now it has plateaued again.

 

[RivShore]

I mean, really outside of maybe a decade (2008-2018), Disney has been more like Comcast than anything else as far as Wall Street.

Then the whole D+ reaction by Wall Street and now it has plateaued again.

But should it be valued like a utility? I think it points to problems within the company/c suite that with a high growth/margin Experience business and a now successful streaming business, it can't do better than a utility when it comes to stock performance (and actually significantly worse when you take dividends into account).

 

[HokieRaven5]

But should it be valued like a utility? I think it points to problems within the company/c suite that with a high growth/margin Experience business and a now successful streaming business, it can't do better than a utility when it comes to stock performance (and actually significantly worse when you take dividends into account).

That’s a question for Wall Street and those investors who are the drivers.

ETA: I don’t think it should be, but I’m not an institutional investment firm that has more control over something like $Dis, retail/public investors aren’t pouncing on it

 

[HokieRaven5]

That’s a question for Wall Street and those investors who are the drivers.

ETA: I don’t think it should be, but I’m not an institutional investment firm that has more control over something like $Dis, retail/public investors aren’t pouncing on it

The rolling 4Q OI for Entertainment is the highest it has been since Q3FY20-Q2FY21, the rolling 4Q OI for Experiences is again at a record high.

And yet, Wall Street just doesn’t care where $Dis is going financially.